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IBAT vs IXC

iShares Energy Storage & Materials ETF vs iShares Global Energy ETF

IBAT

iShares Energy Storage & Materials ETF

iShares

Annual cost

0.47%

Fund size

$65M

IXC

iShares Global Energy ETF

iShares

Annual cost

0.40%

Fund size

$2.8B

Key differences

  • IXC costs 0.07% less per year.
  • IXC is significantly larger than IBAT — larger funds tend to be more liquid and less likely to close.
  • IXC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IBATIXC
Annual cost (TER)0.47%0.40%
Fund size (AUM)$65M$2.8B
Since20242001
Dividend yield0.77%2.72%
Asset classequityequity
Regionglobal
Strategyindex trackingindex tracking
CAGR 1Y+117.7%+53.1%
CAGR 3YN/A+19.7%
CAGR 5YN/A+20.5%
Sharpe 3YN/A0.84
Volatility 1Y25.82%18.44%
Max drawdown-28.26%-64.16%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IBAT and IXC